FILEMAKER PRO 7
CONTENTS PART I: THE FUNDAMENTALS CHAPTER 1: WHAT IS A DATABASE? PAPER DATABASES VERSUS COMPUTER DATABASES LIMITATIONS OF PAPER DATABASES ADVANTAGES OF COMPUTER DATABASES WHEN SHOULD YOU USE A DATABASE PROGRAM? FLAT-FILE AND RELATIONAL DATABASES INTRODUCING FILEMAKER PRO FILEMAKER CONCEPTS GETTING “THE BIG PICTURE” BUSINESS USES FOR FILEMAKER PRO HOME USES FOR FILEMAKER PRO SUMMARY CHAPTER 2: FILEMAKER PRO BASIC OPERATIONS STARTING UP QUITTING FILE-HANDLING PROCEDURES OPENING, CREATING, AND CLOSING DATABASES SAVING FILES MAKING A BACKUP COPY OF A FILE AUTOMATIC BACKUPS ISSUING COMMANDS USING TOOLS AND PALETTES USING TOOLBARS GETTING HELP HELP FOR WINDOWS USERS HELP FOR MACINTOSH USERS CHAPTER 3: WHAT’S NEW IN FILEMAKER PRO 7? THE FILEMAKER PRO 7 PRODUCT FAMILY CHANGES INTRODUCED IN FILEMAKER PRO 7 OPERATING SYSTEM REQUIREMENTS FILE FORMAT CHANGED MULTIPLE TABLES PER FILE NEW RELATIONAL MODEL NEW DATABASE DEFINITION DIALOG AND FIELD OPTIONS NEW ACCOUNTS METHODOLOGY ELIMINATES GROUPS NEW CALCULATION FEATURES SCRIPTMAKER ENHANCEMENTS ENHANCED INSTANT WEB PUBLISHING (IWP) UNICODE SUPPORT NEW AND UPDATED TEMPLATES CHANGES INTRODUCED IN FILEMAKER PRO 6 GLOBAL CHANGES BROWSING FEATURES FIND FEATURES LAYOUT/DESIGN FEATURES SCRIPTMAKER FEATURES IMPORTING AND EXPORTING FEATURES PART II: DATABASE DESIGN BASICS CHAPTER 4: CREATING YOUR FIRST DATABASE STEP 1: CREATE A NEW DATABASE STEP 2: DEFINE FIELDS STEP 3: SET FIELD OPTIONS STEP 4: DESIGN THE WORK LAYOUT CREATING A NEW LAYOUT SETTING FIELD ATTRIBUTES TEXT ATTRIBUTES PLACING THE FIELDS ADDING THE FINISHING TOUCHES STEP 5: DESIGN THE HOME LAYOUT EDITING THE HOME LAYOUT STEP 6: CREATE THE DATA ENTRY BUTTONS AND SCRIPTS THE SCRIPT DEFINITION PROCESS THE WORK AND HOME LAYOUT SCRIPTS GO TO LAYOUT SCRIPTS STEP 7: DESIGN A REPORT LAYOUT RESIZING THE FIELDS FORMATTING THE HEADER FORMATTING THE FOOTER MODIFYING THE BUSINESS PHONE DIRECTORY SCRIPT GENERATING A REPORT STEP 8: SET STARTUP ACTIONS TIPS FOR USING THE DATABASE CHAPTER 5: DEFINING FIELDS SETTING FIELD DEFINITIONS ALL ABOUT FIELD TYPES SETTING FIELD OPTIONS AUTO-ENTER OPTIONS DATA VALIDATION OPTIONS REPEATING FIELDS VALUE LISTS MODIFYING FIELD DEFINITIONS, NAMES, AND OPTIONS CHANGING FIELD NAMES DELETING A FIELD AND ITS DATA DUPLICATING FIELDS SETTING OPTIONS FOR EXISTING FIELDS CHANGING A FIELD’S TYPE CHANGING OR DELETING OPTIONS FOR A FIELD CHAPTER 6: LAYOUTS LAYOUT BASICS CREATING NEW LAYOUTS STANDARD FORM LAYOUTS COLUMNAR LIST/REPORT LAYOUTS CREATING A COMPLEX COLUMNAR REPORT TABLE VIEW LAYOUTS LABEL LAYOUTS VERTICAL LABEL LAYOUTS ENVELOPE LAYOUTS BLANK LAYOUTS DESIGNING YOUR OWN LAYOUTS UNDERSTANDING LAYOUT PARTS ADDING A LAYOUT PART MODIFYING LAYOUT PARTS ADDING ITEMS TO A LAYOUT PART FORMATTING FIELDS AND OTHER OBJECTS USING THE MEASUREMENT AND ALIGNMENT TOOLS MOVING AND RESIZING FIELDS AND OBJECTS SETTING FIELD FORMATTING ADDING AND MODIFYING TEXT DUPLICATING FORMATS APPLYING THE FINISHING TOUCHES DUPLICATING, RENAMING, REORDERING, AND DELETING LAYOUTS DUPLICATING A LAYOUT REORDERING LAYOUTS RENAMING A LAYOUT DELETING A LAYOUT CHAPTER 7: SETTING PREFERENCES SETTING FILEMAKER PRO 7 PREFERENCES SETTING GENERAL PREFERENCES SETTING LAYOUT PREFERENCES SETTING MEMORY PREFERENCES SETTING PLUG-INS PREFERENCES SETTING FONTS PREFERENCES SETTING DOCUMENT-SPECIFIC OPTIONS OPEN/CLOSE FILE OPTIONS SPELLING FILE OPTIONS TEXT FILE OPTIONS GRAPHICS FILE OPTIONS (MAC ONLY) PART III: WORKING WITH DATABASES CHAPTER 8: WORKING WITH RECORDS BROWSE MODE BASICS SWITCHING TO BROWSE MODE USING BROWSE MODE CONTROLS WORKING IN DIFFERENT VIEWS DATA ENTRY AND EDITING CREATING NEW RECORDS ENTERING DATA EDITING RECORDS DELETING RECORDS USING THE SPELL CHECKER CHAPTER 9: SEARCHING FOR AND SELECTING RECORDS FIND MODE BASICS SWITCHING TO FIND MODE USING FIND MODE TOOLS AND FUNCTIONS FINDING RECORDS MATCHING ALL CRITERIA: AND SEARCHES USING SYMBOLS IN SEARCH CRITERIA MATCHING ONE CRITERION OR ANOTHER: OR SEARCHES MATCHING DIFFERENT KINDS OF TEXT MORE ABOUT FIND REQUESTS CREATING ADDITIONAL FIND REQUESTS REPEATING AND EDITING FIND REQUESTS DELETING FIND REQUESTS MATCHING SPECIAL ITEMS MATCHING VALUES IN A RANGE MATCHING THE CURRENT DATE SEARCHING FOR EMPTY FIELDS SEARCHING FOR VALUES GREATER OR LESS THAN A GIVEN VALUE SEARCHING FOR DUPLICATE RECORDS SEARCHING FOR INVALID INFORMATION FINDING RECORDS THAT DON’T MATCH THE CRITERIA WORKING WITH FOUND RECORDS OMITTING RECORDS FROM A FOUND SET SWAPPING FOUND SETS WITH OMITTED RECORDS EXTENDING AND CONSTRAINING THE FOUND SET COPYING FOUND SETS DELETING FOUND SETS REPLACING VALUES IN A FOUND SET WORKING WITH ALL RECORDS AGAIN CHAPTER 10: SORTING RECORDS ABOUT SORTING CREATING A SORT ORDER SORTING ON ONE FIELD SORTING ON MULTIPLE FIELDS MODIFYING SORT SPECIFICATIONS SORTING DATA IN PORTALS ADDITIONAL SORT OPTIONS USING A VALUE LIST TO SET A SORT ORDER SETTING AN INTERNATIONAL SORT ORDER SORTING BY SUMMARY FIELDS UNSORT: RESTORING THE ORIGINAL RECORD ORDER CHAPTER 11: REPORTS REPORT DESIGN ESSENTIALS DESIGNING A REPORT LAYOUT SELECTING RECORDS TO INCLUDE IN THE REPORT SORTING THE FOUND SET PRINTING OR PREVIEWING THE REPORT MODIFYING AND REUSING LAYOUTS WORKING WITH LAYOUT PARTS DUPLICATING A REPORT LAYOUT TRANSFERRING LAYOUTS BETWEEN DATABASES CHAPTER 12: USING THE SPELLING CHECKER SETTING SPELL-CHECKING OPTIONS SPECIFYING YOUR DICTIONARIES CHECKING YOUR SPELLING SPELL-CHECKING ON REQUEST ON-THE-FLY SPELL-CHECKING WORKING WITH USER DICTIONARIES CREATING A USER DICTIONARY ADDING WORDS TO A USER DICTIONARY MERGING USER DICTIONARIES SPELLING TIPS AND TRICKS CREATING A SPELLING LIST FROM AN EXISTING DATABASE RESTRICTING SPELLING CHECKS TO A SUBSET OF FIELDS CHAPTER 13: PRINTING THE STEPS IN PRINTING STEP 1: DECIDE WHAT TO PRINT STEP 2: SPECIFY A PRINTER AND PRINT SETTINGS STEP 3: PRINT STEP 4: TROUBLESHOOTING EFFECTIVE PRINTING TIPS LASER PRINTERS INK-JET PRINTERS DOT-MATRIX PRINTERS PART IV: PUTTING FILEMAKER PRO TO WORK CHAPTER 14: CALCULATIONS AND COMPUTATIONS ABOUT CALCULATION FIELDS ARITHMETIC OPERATORS LOGICAL OPERATORS COMPARISON OPERATORS TEXT OPERATORS CREATING AN EXPRESSION CREATING A CALCULATION FIELD USING FILEMAKER PRO’S BUILT-IN FUNCTIONS VALIDATION BY CALCULATION CALCULATION LOGIC CHAPTER 15: AUTOMATING FILEMAKER PRO USING SCRIPTMAKER LISTING SCRIPTS IN THE SCRIPTS MENU RUNNING A SCRIPT MODIFYING A SCRIPT PRINTING SCRIPTS IMPORTING SCRIPTS FROM OTHER DATABASES SCRIPT STEP REFERENCE SCRIPT STEP OPTIONS SCRIPT STEP DEFINITIONS ATTACHING A SCRIPT TO A BUTTON ADVANCED SCRIPTING PROCEDURES DECISION-MAKING IN SCRIPTS USING LOOPS IN SCRIPTS ENVIRONMENT CONSIDERATIONS EXECUTING OTHER SCRIPTS FROM WITHIN A SCRIPT USING APPLEEVENTS USING APPLESCRIPT CHAPTER 16: EXCHANGING DATA MOVING DATA BETWEEN PROGRAMS ABOUT IMPORTING AND EXPORTING UNDERSTANDING FILE FORMATS IMPORTING DATA FROM OTHER SOURCES FORMAT SELECTION DATA CLEAN-UP PRIOR TO IMPORTING OPENING A FOREIGN DATA FILE TO CREATE A NEW DATABASE IMPORTING DATA FROM A DIGITAL CAMERA (MAC ONLY) IMPORTING DATA FROM A FOLDER EXPORTING DATA DATA CLEAN-UP EXPORTING RECORDS MOVING DATA USING DRAG AND DROP EXCHANGING DATA BETWEEN MACS AND PCS MOVING DATA TO AND FROM FILEMAKER PRO FOR WINDOWS UNDERSTANDING THE COMPATIBILITY ISSUES EXCHANGING DATA WITH MICROSOFT OFFICE USING EXCEL DATA IN FILEMAKER PRO CHAPTER 17: CREATING AND USING TEMPLATES THE FILEMAKER PRO 7 TEMPLATES INSTALLING A TEMPLATE REINSTALLING A FRESH COPY OF A TEMPLATE SAVING A DATABASE AS A TEMPLATE WORKING WITH A NEW TEMPLATE PART V: MASTERING FILEMAKER PRO CHAPTER 18: LINKING TABLES: RELATIONSHIPS AND LOOKUPS LOOKUPS VERSUS RELATIONSHIPS GOING RELATIONAL WITH FILEMAKER PRO DEFINING A RELATIONSHIP PLACING RELATED FIELDS IN A LAYOUT SELF-JOINS WORKING WITH LOOKUPS DEFINING LOOKUP FIELDS PERFORMING A RELOOKUP ADDITIONAL RELATIONSHIP/LOOKUP OPTIONS AND REQUIREMENTS CHAPTER 19: USING FILEMAKER PRO IN WORKGROUPS RUNNING FILEMAKER PRO ON A NETWORK HOSTS AND CLIENTS NOTES ON CROSS-PLATFORM DATABASE SHARING PROTECTING DATABASES AND SETTING PRIVILEGES CREATING ACCOUNTS RECORD-LEVEL ACCESS PRIVILEGES PASSING OUT ACCOUNTS MODIFYING ACCOUNTS CREATING AND DELETING PRIVILEGE SETS WORKING WITH A PROTECTED FILE CHAPTER 20: WEB PUBLISHING WITH FILEMAKER PRO PUBLISHING METHODS AND VIEWS INSTANT WEB PUBLISHING PUBLISHING A DATABASE WITH INSTANT WEB PUBLISHING TESTING YOUR PUBLISHED DATABASE INSTANT WEB PUBLISHING LIMITATIONS INTERACTING WITH A DATABASE PUBLISHED WITH INSTANT WEB PUBLISHING PUBLISHING STATIC PAGES ON THE WEB CHAPTER 21: ADVANCED DATABASE CONNECTIVITY WITH XML AND ODBC/JDBC EXPORTING AND IMPORTING XML EXPORTING XML DATA FOR USE IN OTHER APPLICATIONS IMPORTING XML DATA INTO FILEMAKER PRO FILEMAKER AND ODBC CONFIGURING A SIMPLE ODBC DRIVER (MAC) CONFIGURING A SIMPLE ODBC DRIVER (WINDOWS) IMPORTING DATA VIA ODBC USING FILEMAKER PRO AS AN ODBC/JDBC DATA SOURCE (WINDOWS ONLY) MORAL OF THE CHAPTER CHAPTER 22: EXPANDING FILEMAKER’S CAPABILITIES USING PLUG-INS PLUG-IN LICENSING AND USE INSTALLING THE TROI PLUG-INS PLUG-IN EXAMPLES TROI DIALOG PLUG-IN TROI FILE PLUG-IN MORE PLUG-INS PART VI: DEVELOPING DATABASES FOR OTHERS TO USE CHAPTER 23: DESIGNING DATABASES FOR OTHERS SIMPLIFY THE INTERFACE BY USING MENUS CREATING A NAVIGATION MENU PROVIDING INSTANT ACCESS VIA BUTTONS AND SCRIPTS CONSIDER SCREEN REAL ESTATE PROTECTING A TEMPLATE CREATING HELP SYSTEMS FOR YOUR DATABASES SUGGESTED HELP TOPICS DIFFERENT APPROACHES TO PROVIDING HELP MORE HELP WITH HELP USING FILEMAKER DEVELOPER CHAPTER 24: DEBUGGING SCRIPTS INTRODUCING THE SCRIPT DEBUGGER USING THE SCRIPT DEBUGGER CHAPTER 25: GENERATING DATABASE REPORTS SPECIFYING A DATABASE DESIGN REPORT CHAPTER 26: CREATING CUSTOM DATABASE SOLUTIONS WORKING WITH CUSTOM FUNCTIONS DEFINING A CUSTOM FUNCTION INVOKING CUSTOM FUNCTIONS USING THE FILE MAINTENANCE COMMAND USING THE DEVELOPER UTILITIES PLANNING FOR A RUNTIME SOLUTION BRANDING YOUR LAYOUT THEMES